overpayment refund

Forum|Forum|5 years ago
May 18, 2021
9 replies
38 views

client prepared and filed return without my knowledge. Paid the tax shown on return. Since I did not know he did this, I filed extension and had IRS auto pay the tax again. So he has paid twice. Any way to expedite refund of overpayment or does he just have wait till IRS gets around to making the overpayment. OR does he need to file a claim for refund

ProSeries Professional

This topic has been closed for replies.

J

jeffmcpa2010

Level 10

I think he may be looking for you to make the refund to him tomorrow.

Just-Lisa-Now-

Intuit Community Champion

They'll auto refund the overpayment, but no way to expedite it. Thats a weird kind of miscommunication though, for you to negotiate the direct debit, he needed to sign the 8878,,he didnt mention that he'd already paid it?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

G

graber38Author

Level 2

thanks. my son

rbynaker

Level 13

I try to stay out of the tax payment business, but aren't we still required to get client signatures before directing the IRS to take money out of client bank accounts?

IRonMaN

Level 15

Ouch - I hope your insurance policy is all paid up

Slava Ukraini!

G

graber38Author

Level 2

thanks for nothing. get a life

dkh

Level 15

@graber38 why the hate ??? Certainly you've been on this forum and know how it works. Can't hate on a response you don't appreciate...just shake it off.

as to your original post.....if the "client" is your son, guess he's just learned a lesson about not communicating with his preparer/parent

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